Veta Virtual

Revenue Operations

• Managing end-to-end revenue operations — from generating quotes and invoices to tracking receivables and ensuring timely collections.
• Taking ownership of client accounts receivable: reconciling discrepancies, improving collection timelines, and increasing efficiency.
• Collaborating with the broader accounting team to support accurate and timely revenue reporting.
• Working with and optimizing platforms critical to the revenue cycle — especially QuickBooks Online and Stripe.
• Identifying and implementing scalable process improvements for smoother revenue ops workflows.
• Communicating clearly and professionally with clients on billing, invoices, and payment statuses.

Accounts Receivable, Revenue Operations Specialist

Account Manager

• Serve as the main point of contact for a portfolio of home service and trades clients
• Conduct client onboarding calls, monthly check-ins, and strategy reviews
• Audit clients' local search presence and build customized SEO strategies
• Translate ranking and traffic data into clear, actionable client reports
• Proactively identify new opportunities to improve client performance
• Optimize and manage Google Business Profiles
• Implement on-site SEO improvements (primarily on WordPress sites)
• Build and manage local citations and directory listings
• Monitor rankings, traffic, and lead metrics using tools like BrightLocal, Whitespark, and Google Search Console
• Communicate directly with U.S.-based business owners with professionalism and confidence
• Coordinate with the web design team on site changes and technical implementations
• Stay current on local SEO trends, Google algorithm updates, and industry changes
• Participate in internal team meetings and ongoing professional development

Local SEO Account Manager

Accountant

• Managing the full accounting cycle for U.S.-based clients, including reconciliations, month-end close, and financial reporting.
• Applying startup accounting principles to balance best practices with resource constraints and evolving priorities.
• Making financial judgments in dynamic, less structured environments while maintaining accuracy and compliance.
• Integrating and optimizing external applications with QuickBooks Online to streamline accounting operations.
• Overseeing accounts payable/receivable, expense management, and vendor/client interactions.
• Staying current on emerging technologies and AI applications that can enhance accounting efficiency.

Senior Accountant

Legal Assistant

• Answering all new client inbound calls during business hours and serving as the firm’s primary intake contact
• Conducting structured intake conversations to assess financial circumstances and bankruptcy eligibility
• Explaining bankruptcy options (such as Chapter 7 and Chapter 13 at a high level) in a clear and reassuring manner
• Converting qualified prospects into signed clients during the initial call whenever appropriate
• Scheduling consultations when necessary and coordinating seamlessly with the attorney
• Conducting consistent follow-up calls with warm leads and no-shows
• Documenting all conversations accurately and thoroughly in the firm’s systems
• Maintaining urgency to reduce intake delay and prevent lead loss
• Collaborating with the internal team to refine intake processes and improve conversion performance

Legal Assistant, Receptionist

Operations

• Support 3–5 UGC Engineers in executing and optimizing large-scale TikTok campaigns
• Review creator video submissions for completeness and basic production quality
• Provide clear, concise feedback on framing, lighting, audio clarity, and presentation
• Conduct research on competitor ads and creators for upcoming campaigns
• Upload campaign assets and organize materials within tracking systems
• Maintain and update competitive analysis trackers with clean labeling
• Support creator onboarding and interview processes

Operations Coordinator – UGC Marketing

Attorney

• Serve as the first point of contact for individuals seeking bankruptcy protection and financial relief
• Handle inbound calls, assess potential clients’ financial situations, explain the firm’s services clearly
• Confidently guide qualified prospects toward signing with the firm whenever appropriate
• Follow up with warm leads, re-engaging no-shows, and ensure that motivated prospects do not fall through the cracks
• Document all conversations accurately and thoroughly in the firm’s systems
• Collaborate with the internal team to refine intake processes and improve conversion performance

Legal Intake Coordinator

Legal Intake, Sales Specialist

Accounting Manager

• Managing the full accounting cycle for U.S.-based clients, including reconciliations, month-end close, and financial reporting.
• Serving as the main accounting point of contact for client stakeholders, ensuring clear communication and timely delivery of results.
• Applying startup accounting principles to balance best practices with resource constraints and evolving priorities.
• Making financial judgments in dynamic, less structured environments while maintaining accuracy and compliance.
• Integrating and optimizing external applications with QuickBooks Online to streamline accounting operations.
• Overseeing accounts payable/receivable, expense management, and vendor/client interactions.
• Leveraging tools such as QuickBooks Online, Slack, Google Sheets, Google Docs, Zoom, and Google Drive daily, with the opportunity to work with Rippling, Brex, Bill.com, ClickUp, Gusto, and Ramp.
• Staying current on emerging technologies and AI applications that can enhance accounting efficiency.

• Serve as the primary responder for routine resident, vendor, and internal inquiries that do not require management discretion
• Ensure responses are handled through the correct channel (calls, emails, or software requests)
• Return calls as calls, emails as emails, and document all communications in the property management system
• Participate in weekly Zoom check-ins with the internal team
• Receive and triage maintenance requests to determine responsibility (association vs resident)
• Follow up on issued work orders to confirm progress and completion
• Communicate timelines, updates, and resolutions to residents
• Coordinate with vendors to resolve delays or workmanship concerns
• Maintain accurate documentation in Buildium for all maintenance activity
• Review, extract, and route daily scanned mail (invoices, leases, insurance certificates, notices)
• Upload and categorize documents into internal systems and Buildium
• Queue invoices appropriately for accounts payable
• Redact sensitive information using Adobe Acrobat before publishing documents
• Track homeowner insurance and lease documentation for compliance
• Monitor and follow up on vendor insurance certificates
• Maintain accurate compliance records across properties
• Assist residents with Resident Center navigation and payment adjustments (with written approval)
• Pull account ledgers to verify balances and payment status
• Confirm vendor payments and provide check/payment details when requested